Is a Female Financial Advisor Right for You?
Written by: Rachel Infante, CFP® CSRIC® CDFA®
When it comes to financial planning, people tend to gravitate toward advisors who align with their...
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Marlee supports the Birchwood Team by preparing for client meetings, organizing updates on the financial standings of clients, and performing any follow-ups necessary to meet our client’s needs. She is known for her exceptional relational intuition and ability to build strong relationships. Disciplined and highly adaptable, Marlee embraces challenges with enthusiasm and takes pride in completing tasks with precision.
Marlee loves spending time with family, and her favorite title is "Auntie." She enjoys a variety of exercises, including kickboxing, running, cycling, and CrossFit-style activities. She also enjoys spending the day on the lake during a hot summer day or playing pickleball outside.
Marlee is a recent graduate of Colangelo College of Business at Grand Canyon University. She is passionate about serving those in need with her church in the local community and on mission trips overseas, which have included Peru, Columbia, Kenya and the Dominican Republic.
3300 Edinborough Way, Suite 610
Edina, MN 55435
Phone: 952-885-9088
Email: info@birchwoodfp.com
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